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If your clients wish to take an income for the first time or a lump sum to be paid in the 2017/18 tax year, please familiarise yourselves with the deadlines we have in place so that we can process applications on time.
Calculating pension allowances for your clients, particularly at this time of the year, can be highly complex. Our tax and pension experts, Paul Kennedy and Paul Squirrell, discuss how taking a step-by-step approach to identifying different client circumstances, can help to highlight important considerations.
Peter Gillespie, Head of Information Security and Technology Risk at Fidelity, explains how organised crime is getting much more sophisticated – the focus has now shifted from banks and asset managers to advisory firms. Ensure you keep your information safe and secure.
Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.
Whether you select your
own funds, use model portfolios
or DFMs - we can help.
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